Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares New York Muni Bond ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, Cora Capital Advisors Llc, Cresset Asset Management, LLC, Calamos Advisors LLC, Natixis Advisors, L.p., TIAA Wealth Investment Management LLC, Twin Focus Capital Partners, Llc, Cornerstone Advisory, LLC, GLR Partners, LLC, SRS Capital Advisors, Inc., Compass Planning Associates Inc, Canandaigua National Corp, Courier Capital Llc, Peapack Gladstone Financial Corp, Buffalo Business & Estate Services Ltd, Avestar Capital, LLC, Modera Wealth Management, LLC, Principle Wealth Partners Llc, Amplius Wealth Advisors, LLC, und Beacon Pointe Advisors, LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 20.036 | 0,12 | 1.077 | 0,09 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1.199 | 64 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 59.144 | 0,19 | 3.142 | -0,54 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 4.100 | 218 | ||||||
| 2026-05-13 | 13F | GLR Partners, LLC | 11.048 | 587 | ||||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 63.024 | 44,01 | 3.348 | 42,97 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1.491 | 0,47 | 79 | 0,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 4.185 | 5,71 | 0 | |||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1.112.829 | 59.113 | ||||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 1.764 | 94 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 113.457 | 14,06 | 6.071 | 14,07 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 350.771 | 19,32 | 18.633 | 18,45 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 22.285 | 17,88 | 1.184 | 17,01 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 25.008 | 0,95 | 1.328 | 0,23 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 96.274 | 13,69 | 5.095 | 12,45 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 15.581 | 17,91 | 834 | 18,32 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 334.772 | 3,62 | 17.783 | 2,86 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 2.800 | 27,27 | 149 | 26,50 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 9.679 | 3,95 | 514 | 3,21 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 4.760 | 15,82 | 253 | 15,07 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1.110 | 45,10 | 59 | 45,00 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 4.467 | 237 | ||||||
| 2026-04-30 | 13F | Indivisible Partners | 21.113 | 71,55 | 1.122 | 70,36 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 9.066 | 138,96 | 482 | 136,95 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 23.700 | 1.259 | ||||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 4.557 | 242 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1.725 | 0,76 | 92 | 0,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 11.948 | 2,08 | 635 | 1,28 | ||||
| 2026-05-12 | 13F | Creative Planning | 131.285 | 86,85 | 6.974 | 85,50 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 4.244 | 225 | ||||||
| 2026-04-20 | 13F | Courier Capital Llc | 5.757 | 306 | ||||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 3.846 | 205 | ||||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 94.080 | 2,72 | 4.998 | 1,98 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 13.840 | 1 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 25.306 | 1.346 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3.313 | 0,52 | 0 | |||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 14.044 | 746 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 27.636 | 94,09 | 1.472 | 92,29 | ||||
| 2026-05-05 | 13F | Members Advisory Group LLC | 21.542 | 6,30 | 1.144 | 5,54 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 5.270 | 280 | ||||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 95.611 | 13,59 | 5.079 | 12,77 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 14.044 | 2,43 | 746 | 1,77 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 192.084 | 9,82 | 10.185 | 8,83 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 3.950 | 92,68 | 210 | 91,74 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 736 | -0,67 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 0 | 0 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 47.043 | 18,78 | 2.499 | 17,89 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 10.632 | 2,70 | 571 | 3,25 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 166.549 | 8,09 | 8.847 | 7,30 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 11.300 | 600 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 58.562 | 10,93 | 3.127 | 9,99 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 6.100 | 13,57 | 324 | 12,89 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 5.107 | 6,80 | 271 | 6,27 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 12.304 | 654 | ||||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 72.276 | 36,38 | 3.839 | 35,41 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 55.891 | 3,40 | 2.969 | 2,63 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 49.278 | 0,15 | 2.618 | -0,57 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 6.121 | 2,94 | 325 | 2,20 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 10.199 | 9,21 | 542 | 8,42 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 25.181 | 73,69 | 1.338 | 72,52 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 42.642 | 19,84 | 2.265 | 18,96 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 14.020 | 168,84 | 745 | 166,67 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 547 | 38,13 | 29 | 38,10 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 6.369 | 68,45 | 338 | 67,33 | ||||
| 2026-05-11 | 13F/A | First Affirmative Financial Network | 4.046 | 215 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 870.764 | 59,30 | 46.255 | 58,13 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 4.350 | 231 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 579.232 | 4,99 | 30.769 | 4,23 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 226.207 | 9,31 | 12.016 | 8,50 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 248.730 | 15,01 | 13.213 | 14,17 | ||||
| 2026-05-08 | 13F | DUTCH ASSET Corp | 8.950 | 46,89 | 475 | |||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1.865 | 99 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 29.899 | 107,24 | 1.588 | 105,97 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 12.934 | 686 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 54.321 | 157,01 | 2.886 | 155,31 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 34.968 | 111,29 | 1.858 | 109,83 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 16.530 | 5,85 | 885 | 5,87 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 9.565 | 508 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 8.806 | 2,65 | 468 | 1,74 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 10.891 | 56,98 | 579 | 55,80 | ||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 32.220 | 5,09 | 1.712 | 4,33 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 14.998 | 37,43 | 797 | 36,47 | ||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 7.372 | 0,50 | 392 | -0,26 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 28 | 1 | ||||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 5.071 | 2,63 | 269 | 1,89 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 775.203 | 23,08 | 41.179 | 22,18 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 44.534 | 15,14 | 2.366 | 14,31 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 12.144 | 645 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 5.234 | 16,80 | 278 | 16,32 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 34.008 | 0,06 | 1.820 | 0,33 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 21.844 | 0,08 | 1.160 | -0,60 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 10.559 | 0,22 | 565 | 0,53 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 16.656 | 885 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 151.927 | 121,03 | 8.070 | 119,41 | ||||
| 2026-04-13 | 13F | Trust Co | 24.263 | 0,26 | 1.289 | -0,46 | ||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 5.275 | 59,85 | 280 | 59,09 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 58.362 | 114,95 | 3.100 | 113,50 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 38.673 | 641,15 | 2.054 | 636,20 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 205.111 | 35,71 | 10.896 | 34,72 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 6.919 | 28,44 | 368 | 27,43 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 115.794 | 2,98 | 6.196 | 123.820,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 56.983 | 3,04 | 3.027 | 2,26 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 19.350 | 3,64 | 1.028 | 2,80 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 763.210 | 12,88 | 40.542 | 12,06 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 143.376 | 32,57 | 7.616 | 31,61 | ||||
| 2026-04-17 | 13F | Buffalo Business & Estate Services Ltd | 5.369 | 285 | ||||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 8.472 | 26,24 | 450 | 25,35 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 23.993 | 4,76 | 1.274 | 4,00 | ||||
| 2026-05-06 | 13F | Durante & Waters, Llc | 57.294 | 1,48 | 3.043 | 0,73 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 461.036 | 5,87 | 24.490 | 5,10 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 13.130 | 32,71 | 702 | 32,51 | ||||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 6.819 | 12,21 | 0 | |||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 7.541 | 401 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 90 | 5 | ||||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 29.975 | 11,56 | 1.592 | 10,79 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 27.225 | 17,97 | 1.446 | 17,18 | ||||
| 2026-05-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 24.479 | 21,67 | 1.300 | 20,82 | ||||
| 2026-05-14 | 13F | Betterment LLC | 161.323 | 3,27 | 9 | 0,00 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 44.923 | 45,92 | 2.386 | 44,87 | ||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 9.135 | 91,55 | 485 | 90,20 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 5.074 | 0,06 | 270 | -0,74 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 31.331 | 43,36 | 1.664 | 42,34 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 5.640 | 0 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 64.502 | 871,12 | 3.426 | 865,07 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 3.515 | 188 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 18.150 | 964 | ||||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 4.696 | 0,51 | 249 | 0,00 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 5.800 | 308 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 25.223 | 146,08 | 1.335 | 143,43 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 239.875 | 1,75 | 12.742 | 1,01 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 522.876 | 2,98 | 27.775 | 1,58 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 5.932 | 27,41 | 315 | 26,51 | ||||
| 2026-05-15 | 13F | Note Advisors, LLC | 96.345 | 1,84 | 5.118 | 0,65 |
